Filed November 14, 2019
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 33-0818667 4000 MACATHUR BLVD STE 1050 · NEWPORT BEACH, CA 92660 | Advisory (Plan) | $68,111 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $15,735 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,750 | $85,135-35.7% | $98,907-44.6% | $73,409-25.4% |
| Participation rate | 90.8% | 81.1%+9.7pp | 76.0%+14.8pp | 72.2%+18.6pp |
| Annual return | 8.13% | 19.14%-11.0pp | 196.43%-188.3pp | 59.29%-51.2pp |
| Employer contribution / active EE | $1,911 | $2,721-29.8% | $2,689-28.9% | $2,234-14.4% |
| Participant deferral / active EE | $4,329 | $4,349-0.5% | $4,244+2.0% | $3,805+13.8% |
| Admin fee / account holder | $172 | $139+23.8% | $6,642-97.4% | $158+9.2% |